Request Rule Routing in Blue Mountain RAM

Blue Mountain RAM features seven Request Record types for custom use within your facility. Each of these requests include fields and workflows that allow them to be as versatile as needed. However, the limit of seven Request Record types may not always sufficient in meeting your requirements. How can this be alleviated? Rule Routing in Blue Mountain RAM is the best way to get more use out of your Request functionality.

Although there are only seven types of Requests in Blue Mountain RAM, you can create any number of rules for each request record. Let’s take a look at an example. A Work Request can be a general request for work within the facility or on a specific asset. This can lead to General Work records for the facility or Good Manufacturing Practice (GMP) work for an asset. Internally, you need multiple signatures for the GMP asset work request approval, however, general facilities maintenance only requires a Facilities Supervisor’s approval. In this situation, you would need to utilize two of the seven request types for a Facilities Work Request and a GMP Asset Work Request. Rule Routing will allow you to only require one request record.

A single Work Request record type can be created to handle the scenario mentioned above, but you can set up multiple Rules for different situations. In this example, one Rule may be designed like this:

The draft state is where the request is created and submitted by anyone that has Request rights in Blue Mountain RAM. The Facilities Approval state is where a Facilities Tech/Supervisor approves or cancels the request. Once the Facilities Approval is in place and the General Work record is closed, the Request can be closed. This would be a great Rule for handling facilities type work, but would not necessarily fit a GMP Work request on an asset. A GMP Work Request could flow like this:

The GMP Work Request rule is more complicated because of the number of signatures that are involved in the request approval process. At first glance, it may appear that two different request types should be utilized, however, through rule routing you can create one Work Request record and choose which rule it follows based on procedures. Through the use of a Picklist type field on the request form, you can automatically designate which work flow to follow. This is set up through the Rule configuration using the Rule Routing button shown below. Rule Routing will allow for one common request type form while also allowing for different rules to be used to match procedures internally at your facility.

When this option is selected, it will open a new box that asks for a selection of a “Trigger Field.” This field is linked to a picklist that has certain values within it. Once you select a trigger field, you will need to use the new button in the Routing tab to link a trigger field value to one of the desired rules. In the example below, the “Facilities Work” value will trigger the Facilities Work Request. Selecting “GMP Work” as a value will trigger the GMP Work Request.

Once the trigger values are set up, you will notice an immediate difference on the request creation window.

When you select the Record Type on the left hand side of the window, two values appear on the right hand side. This is where the Rule Routing occurs. By selecting “Facilities Work,” you will be creating a request following the Facilities Work Rule demonstrated above. Similarly, the selection of GMP Work will create a request following the GMP Work Rule. Both of these requests will utilize the same field configuration, but will allow for different Blue Mountain user groups to be involved at the appropriate times based on procedures. Furthermore, notifications, states and transitions can be different for any of the rules selected. This means Quality Assurance (QA) can get an email for GMP work requests that have entered the GMP Approval state, but QA will not get one from the approval of a general Facilities Work Request.

With the help of Request Rule Routing in Blue Mountain RAM, you can design one Request form for multiple uses. The example above is centered on Work Requests, but you can expand it to Asset Induction Requests for GMP vs non-GMP. You can also take it further and create requests for specific locations at your facility so that different groups are involved with the review of requests based on the facilities building name/number. Rule Routing allows the Request Records in Blue Mountain RAM to accommodate for any situation and enhance your internal procedures and electronic data management for all things related to Assets.

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